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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Marc Berkowitz (CRD# 1995735) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in White Plains, NY and has over 34 years of experience in the finance industry.
Donald Bermack (CRD# 3045400) is an Investment Advisor Representative working at Equitable Advisors, LLC in Irvington, NY and has over 26 years of experience in the finance industry.
James Bernhardt (CRD# 4271896) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Westport, CT and has over 23 years of experience in the finance industry.
Kenneth Bernheim (CRD# 3179657) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Stamford, CT and has over 25 years of experience in the finance industry.
Alan Bernstein (CRD# 4508128) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Shelton, CT and has over 22 years of experience in the finance industry.
David Bernstein (CRD# 2003874) is an Investment Advisor Representative working at Connecticut Cambridge Advisors in Fairfield, CT and has over 29 years of experience in the finance industry. David Bernstein has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jeffrey Bernstein (CRD# 2717893) is an Investment Advisor Representative working at Silverberg Bernstein Capital Management in Armonk, NY and has over 28 years of experience in the finance industry.
Joel Bernstein (CRD# 4853034) is an Investment Advisor Representative working at Mml Investors Services, LLC in Shelton, CT and has over 19 years of experience in the finance industry.
Lawrence Bernstein (CRD# 1044106) is an Investment Advisor Representative working at Hornor, Townsend & Kent, LLC in Wilton, CT and has over 32 years of experience in the finance industry.
Randy Bernstein (CRD# 5507010) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in White Plains, NY and has over 16 years of experience in the finance industry. Randy Bernstein has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.